How to Add a New Company Note (Admin level users only):

  • Click on My Account 
  • Click on Manage
  • From the left-side menu, click on Company Notes
  • From the left-side menu, click on Add A Note
    • An expiration date is not necessary. If you add one, the note will be automatically deleted on the specified expiration date.
    • You can edit the note to add more if you want to attach multiple attachments.
  • Add your note details, and click on Save

Company notes can also be generated from notes made at the wine level. When you create a note at the wine level, if you check the box labeled "Add as a Company Note," that note will be displayed on the Company Notes page along with a link to the related item.